Account Manager, Employee Benefits

Horan Securities, Inc.; Calgary; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading company in employee benefits is seeking an Account Manager to foster client relationships and enhance their experience. In this Calgary-based role, you will be responsible for the entire benefits cycle and providing expert guidance in the Canadian marketplace. Join a team that values innovation and collaboration, and enjoy the opportunity for career growth within a supportive culture.

Benefits

Excellent compensation and benefits

Paid educational training

Work flexibility

Room for advancement

Paid day off for your birthday

Qualifications

• 3+ years of experience related to Employee Benefits.
• Successful completion of LLQP.
• Completion of courses in group benefits preferred.

Responsibilities

• Oversee the complete employee benefits cycle.
• Build trusted relationships with clients.
• Address client concerns promptly.

Skills

Communication

Presentation Skills

Client Relationship Management

Organizational Skills

Education

Post-secondary education

CEBS, GBA designations

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Ignite your potential. Impact what matters.

Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.

When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity!

As Account Manager, Employee Benefits, you will be responsible for building trusted relationships with a group of HUB’s clients. You will provide service and support to ensure great plan sponsor and member experiences. You will apply your expertise in the Canadian benefits marketplace to deliver guidance that supports clients’ goals and long-term interests. You will stay up to date on new products as well as trends in the industry and public policy, and actively participate in HUB internal sales and development activities.

This is a client facing role. You will connect with clients in person, participate in plan member activities, and travel when necessary. You take pride in your presentation skills and will deliver engaging and informative presentations both virtually and in person.

Your goal is to grow and retain your assigned clients, identify needs, and introduce other HUB services, and encourage referrals and other opportunities to produce new business.

Responsibilities

• Oversee the complete employee benefits cycle: plan design review, provider search, implementation, reporting, renewal negotiations, and employee communication.
• Maintain accurate and organized calendar, client files, and correspondence.
• Maintain awareness of HUB’s revenue structure for each client, monitor expected revenue, and take partnerships with management to setup or change HUB’s commission rate on a given policy.
• Regularly introduce clients to new products and services that would benefit their operation.
• Utilize resources at HUB to demonstrate the broad range of capabilities and introduce peers across HUB’s business lines to your clients.
• Work with the analytics team to prepare and deliver professional reports and presentations.
• Partner with the communications team to create functional and enriching client materials.
• Train and mentor peers and new team members.
• Attend and participate in industry and company events and meetings.
• Build healthy relationships with insurance providers while representing the interests of HUB’s clients first.
• Respond to client concerns promptly and involve leadership when necessary.
• Other duties as assigned.

What you will bring to the role –

• As the successful candidate you have 3+ years of experience related to Employee Benefits, in addition to:
• Post-secondary education required and completion of (or working towards) related courses in group benefits (CEBS, GBA designations preferred)
• Successful completion of LLQP
• Intermediate proficiency in Microsoft Word, Excel and Outlook
• Post-secondary education
• Highly developed oral and written communication skills; strong presentation skills
• Ability to effectively prioritize and execute tasks while under timeline pressure

Why Join HUB?

• An exceptional, welcoming, and inclusive company culture.
• Excellent compensation, benefits, RRSP match, referral incentives, and company perks.
• Work flexibility.
• Paid educational training and vast learning opportunities.
• Room for advancement and growth within the organization.
• Paid day off for your birthday – we want to celebrate you!

What makes us different than all the rest?

Our Vision:To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission:To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship: We encourage innovation and educated risk-taking.
• Integrity: We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability: We measure and take responsibility for outcomes.
• Service: We serve clients, communities, and colleagues.

Ready to join HUB and build a career in a rapidly growing industry?Apply today for the Account Manager, Employee Benefits opportunity at our Calgary Fisher Street location!

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalent